Nutrien Ltd.

NTR-T

Nutrien Ltd.
(NTR-T)

About Nutrien Ltd. (NTR-T)

The Potash Corporation of Saskatchewan, also known as PotashCorp, was a Canadian corporation based in Saskatoon, Saskatchewan. The company merged with Calgary-based Agrium to form Nutrien, in a transaction that closed on January 1, 2018.
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They are a victim of circumstances. They serve a farming community. Plantings were very late this year. Crops in Ontario don't look very good. Disposable income is what Nutrien banks on. NTR-T serves its market extremely well. There is no rush to buy it, however. You have to wait until next spring.

They are a victim of circumstances. They serve a farming community. Plantings were very late this year. Crops in Ontario don't look very good. Disposable income is what Nutrien banks on. NTR-T serves its market extremely well. There is no rush to buy it, however. You have to wait until next spring.

He still has not made a decision on it. It has not done much since he was on last. In a recession it will probably get hit like any other stock. He is not ready to step in. We may get an opportunity to get in at a cheaper price.

He still has not made a decision on it. It has not done much since he was on last. In a recession it will probably get hit like any other stock. He is not ready to step in. We may get an opportunity to get in at a cheaper price.

Time for an initial position? The spring was a disaster for planting due to the weather. The stock has done well considering this. He would not have a problem buying here. The company is doing all things right.

Time for an initial position? The spring was a disaster for planting due to the weather. The stock has done well considering this. He would not have a problem buying here. The company is doing all things right.

She does own this one and the recent pullback offers a good buy in point now. They are generating new synergies and cash flow from the potash and retail operations. The dividend yield is attractive. There was a very delayed planting season in the US, so crop yields will have to be watched going forward. Yield 3.7%

She does own this one and the recent pullback offers a good buy in point now. They are generating new synergies and cash flow from the potash and retail operations. The dividend yield is attractive. There was a very delayed planting season in the US, so crop yields will have to be watched going forward. Yield 3.7%

Earnings fears? He does not own this one. This stock depends on the agricultural space and China is backing off their demand. Beyond Meat is also a new trend that could impact this space -- which could increase their demand. They have the best lock on potash in the world. He just thinks the timing is not quite right now.

Earnings fears? He does not own this one. This stock depends on the agricultural space and China is backing off their demand. Beyond Meat is also a new trend that could impact this space -- which could increase their demand. They have the best lock on potash in the world. He just thinks the timing is not quite right now.

Really likes, and would buy at current prices. Focused on getting more vertically integrated. Awesome job at getting more efficient. Cost-cutting will drive earnings growth, and it's a lower risk source. Second lever is demand for the commodities. Buybacks and paying higher dividends. Valuation compelling. Volatile, but hang in there.

Really likes, and would buy at current prices. Focused on getting more vertically integrated. Awesome job at getting more efficient. Cost-cutting will drive earnings growth, and it's a lower risk source. Second lever is demand for the commodities. Buybacks and paying higher dividends. Valuation compelling. Volatile, but hang in there.

If China doesn't buy Canadian fertilizer He likes it, but will have a poor quarter due to a lot of rain in the midwest, delaying planting, not due to China. This may fall a further dollar. The stock is now cheap and he would buy it.

If China doesn't buy Canadian fertilizer He likes it, but will have a poor quarter due to a lot of rain in the midwest, delaying planting, not due to China. This may fall a further dollar. The stock is now cheap and he would buy it.

Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)

Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)

Cheap, at less than book value. Problem is earnings forecasts have been drifting lower, and upside potential is only about 10% higher than currently trading. Doesn't see upside, or momentum in potash prices. War with China has messed with demand for soybeans, etc. Hard to get excited.

Cheap, at less than book value. Problem is earnings forecasts have been drifting lower, and upside potential is only about 10% higher than currently trading. Doesn't see upside, or momentum in potash prices. War with China has messed with demand for soybeans, etc. Hard to get excited.

(A Top Pick Jul 04/18, Up 2%) He continues to hold it and likes it. The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%.

(A Top Pick Jul 04/18, Up 2%) He continues to hold it and likes it. The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%.

The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%. (Analysts’ price target is $83.04)

The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%. (Analysts’ price target is $83.04)

We have come out of 5 years of oversupply in the market for fertilizer. There is likely to be less new capacity coming on than demand. We are seeing pricing moving higher. It could be an interesting play. If it traded higher than $73 it would mean it broke out. He would wait for that or hold it if you own it.

We have come out of 5 years of oversupply in the market for fertilizer. There is likely to be less new capacity coming on than demand. We are seeing pricing moving higher. It could be an interesting play. If it traded higher than $73 it would mean it broke out. He would wait for that or hold it if you own it.

He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.

He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.

Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.

Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.

Definitely a long-term position, a 5-10 year play. Believes in long-term demand for fertilizer. Pullback because valuation's getting rich. He'd have it in your portfolio in the materials section. Starting to attract investor interest. Good value here.

Definitely a long-term position, a 5-10 year play. Believes in long-term demand for fertilizer. Pullback because valuation's getting rich. He'd have it in your portfolio in the materials section. Starting to attract investor interest. Good value here.

They raised their dividend today. Cash flows in the next 5 years is going to be $25 billion. They have about $4 billion a year of free cash flow. The stock is weak because of the weather. P/E is 16 and dividend yield is 3.6%. As cheap as it has been in a while. Great entry point. (Analysts’ price target is $83.49)

They raised their dividend today. Cash flows in the next 5 years is going to be $25 billion. They have about $4 billion a year of free cash flow. The stock is weak because of the weather. P/E is 16 and dividend yield is 3.6%. As cheap as it has been in a while. Great entry point. (Analysts’ price target is $83.49)

He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.

He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.

She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot of free cash flow. Also are buying back stock and raising their 3.4% dividend.

She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot of free cash flow. Also are buying back stock and raising their 3.4% dividend.

Merger made sense. Over short term, difficult weather environment in US, so growing season will be under pressure. Bounced back nicely since December. Trading about 7x EBITDA, so not expensive, but he'd be looking to buy lower. Well run.

Merger made sense. Over short term, difficult weather environment in US, so growing season will be under pressure. Bounced back nicely since December. Trading about 7x EBITDA, so not expensive, but he'd be looking to buy lower. Well run.

The third-largest resource company on the TSX. Pays a 3.3% dividend and 16x earnings. It's a free-cash flow generator of over $4 billion in the next 12 months. They'll raise the dividend, buy a company and/or buy back shares. (Analysts’ price target is $81.54)

The third-largest resource company on the TSX. Pays a 3.3% dividend and 16x earnings. It's a free-cash flow generator of over $4 billion in the next 12 months. They'll raise the dividend, buy a company and/or buy back shares. (Analysts’ price target is $81.54)

She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.

She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.

He's eliminated commodities from his portfolios. Commodities have been in a tough spot in recent years. NTR hasn't done much over the past 5 years as potash prices hace failed to break out upwards and sustain momentum. He is curious about where NTR goes, given the deal they announced today. If you own this, it's a solid hold.

He's eliminated commodities from his portfolios. Commodities have been in a tough spot in recent years. NTR hasn't done much over the past 5 years as potash prices hace failed to break out upwards and sustain momentum. He is curious about where NTR goes, given the deal they announced today. If you own this, it's a solid hold.

Missed earnings by a penny, revenue up 7.4% but missed by 20M. They have cash to make acquisitions, increased the dividend. Coming into a new season, so we'll have to see how the weather turns out. Has no problem with it at the $70 level. Will flatline for a bit, until commodity prices go higher or something else happens.

Missed earnings by a penny, revenue up 7.4% but missed by 20M. They have cash to make acquisitions, increased the dividend. Coming into a new season, so we'll have to see how the weather turns out. Has no problem with it at the $70 level. Will flatline for a bit, until commodity prices go higher or something else happens.

The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)

The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)

Solid business. They're the biggest potash supplier in the world. They've gone into retail. After a downturn in recent years, they're slowing coming out of it. There are supply issues from other suppliers, though. It's a solid name in this space. Depending on how things go with China (a big postash buyer), NTR should do well in the next few years. This is a long-term buy.

Solid business. They're the biggest potash supplier in the world. They've gone into retail. After a downturn in recent years, they're slowing coming out of it. There are supply issues from other suppliers, though. It's a solid name in this space. Depending on how things go with China (a big postash buyer), NTR should do well in the next few years. This is a long-term buy.

The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50)

The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50)

Does have seasonality, it depend on when the farmers buy. Fall tends to be weaker, and then picks up in Q4. EBITDA since the merger has been going well. Potash prices have started to rise. But farmers have started using satellite imaging, so they don't need as much fertilizer as they used to. It's in his TFSAs, with consistent dividend growth over time. It's cyclical. Commodity price is holding steady and starting to rise, which will be beneficial. Yield is 3.7%. (Analysts’ price target is $82.52)

Does have seasonality, it depend on when the farmers buy. Fall tends to be weaker, and then picks up in Q4. EBITDA since the merger has been going well. Potash prices have started to rise. But farmers have started using satellite imaging, so they don't need as much fertilizer as they used to. It's in his TFSAs, with consistent dividend growth over time. It's cyclical. Commodity price is holding steady and starting to rise, which will be beneficial. Yield is 3.7%. (Analysts’ price target is $82.52)

It's bouncing off its bottom of $60. NTR is a stable way to place a volatile space, given its vast size. Expects the 3.5% dividend to rise this year by 8-10%. Potash demand is stable. Great managers. A long-term buy. (Analysts’ price target is $82.55)

It's bouncing off its bottom of $60. NTR is a stable way to place a volatile space, given its vast size. Expects the 3.5% dividend to rise this year by 8-10%. Potash demand is stable. Great managers. A long-term buy. (Analysts’ price target is $82.55)

We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.

We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.

NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only so much arable land and thinks NTR-T will benefit the most.

NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only so much arable land and thinks NTR-T will benefit the most.

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)

It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)

It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)

It is the premier agriculture commodity stock in the world. He likes it because the outlook for potash prices is good. They had a poor fall planting in the Midwest in south and the stock came off but he sees a good spring planting so it will be a good time to buy. (Analysts’ price target is $84.20)